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Invesco Qqq Trust Series 1 shares owned by Holistic Planning

Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Invesco Qqq Trust Series 1

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All positions including Invesco Qqq Trust Series 1 held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Qqq Trust Series 1 by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 11k 600.37
2025-06-30 $5.6M 10k 551.66
2025-03-31 $3.5M 7.5k 468.95
2024-12-31 $3.4M 6.7k 511.23
2024-09-30 $3.0M 6.1k 488.07
2024-06-30 $2.1M 4.6k 444.01
2024-03-31 $2.1M 4.6k 444.01